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John M
Series 63, Series 65
San Diego, CA
Basis Point Investments
John Mc Carthy is the sole advisor at Basis Point Investments in San Diego, CA, holding Series 63 and Series 65 credentials with four years of experience in the financial industry. He has managed McCarthy MRO, Inc., a sales and marketing business focused on manufacturer representation in the maintenance, repair, and operations sector, since 2007. Basis Point Investments provides investment management and consulting services primarily to retirement plans and institutional clients, as well as financial planning and investment services to individuals and high-net-worth clients. The firm employs a non-discretionary approach using a range of portfolios constructed through fundamental analysis and independent research, with customizable solutions for plan sponsors and participant education offerings.
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